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Allow Entry and Selective Activation of Pension Options

Submitted by danea on 18 May 2009 - 9:19am

ESPlanner allows me to enter multiple pension options in a profile, but they are all assumed active. There should be an on/off checkbox for each pension option that would make it easier to evaluate different options. As it is I have to delete one pension payment option and enter another each time I want to evaluate an option. Please tell me if I’m missing an obvious workaround. It is tedious to enough to evaluate all the possible scenarios of retirement dates, social security dates, fund withdrawal order, etc. without having to manually reenter this data each time I want to test a variation.

‹ Reserve Fund – Rate to Grow Real Level of Fund Retirement Account Withdrawal Order ›
Submitted by Dick Munroe on 19 May 2009 - 8:39pm.
1

This capability is there indirectly.

Copy the profile, change the pension, then you have two separate profiles differing only by the pension.

Not the most elegant way to deal with it, but there you go.

Best,

Dick Munroe

Submitted by danea on 20 May 2009 - 8:57am.
2

I should have said I was aware of that work-around. :)

Please add to the wish list the option to turn pension entries on/off. It would be a big usability boost. I'm sure you know better than I do how quickly profile proliferation detracts from ease of use.

Thanks.

Submitted by Dick Munroe on 29 May 2009 - 6:21pm.
3

I've put it on the list.

Best,

Dick Munroe

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